Add Company Notes

To Add Company Notes:

1.Open the Companies > Notes tab.

2.Click the Add New Company Note icon.

3.Enter a Description.

4.EITHER enter textual notes in the unlimited length Notes field,

5.OR click the Insert Time Stamp icon to a enter a date/time stamp, a subject an textual notes.

6.Click Save Changes.

NOTE: The subject line will load in the date, time, and entered by in the notes section.